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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
926
Falcon Wealth Planning
California
$1.26M -$153K -2,845 -12%
LL
927
LPWM LLC
Minnesota
$1.26M +$138K +2,569 +14%
SA
928
Strategic Advisors
New York
$1.26M +$6.17K +115 +0.6%
DT
929
Diversified Trust
Tennessee
$1.26M -$273K -5,082 -20%
BRWA
930
B. Riley Wealth Advisors
Florida
$1.25M -$3.04M -56,698 -74%
PWAM
931
Private Wealth Asset Management
Iowa
$1.25M – – –
PFT
932
Providence First Trust
Arizona
$1.25M -$180K -3,349 -14%
VCP
933
Verus Capital Partners
Arizona
$1.24M -$184K -3,423 -14%
SCM
934
Sunbeam Capital Management
Georgia
$1.23M +$6.65K +124 +0.6%
CRI
935
Colonial River Investments
Virginia
$1.23M -$5.58K -104 -0.5%
HTC
936
Haverford Trust Company
Pennsylvania
$1.23M +$27.9K +521 +3%
BFS
937
Bradley Foster & Sargent
Connecticut
$1.23M – – –
BC
938
Bricktown Capital
Michigan
$1.23M +$1.07M +20,000 New
CG
939
Curat Global
New Hampshire
$1.22M +$279K +5,200 +35%
1L
940
10Elms LLP
Oklahoma
$1.22M +$471K +8,788 +78%
ASCM
941
Adkins Seale Capital Management
Louisiana
$1.22M +$16.8K +313 +2%
CCAL
942
City Center Advisors LLC
Michigan
$1.22M +$1.07M +19,969 New
ECA
943
Elevate Capital Advisors
Colorado
$1.22M -$160K -2,978 -13%
AWM
944
Aberdeen Wealth Management
Illinois
$1.22M – – –
GIM
945
Goelzer Investment Management
Indiana
$1.2M +$18.5K +345 +2%
SP
946
Sequent Planning
Nebraska
$1.2M +$46.9K +875 +5%
AWMT
947
AAFMAA Wealth Management & Trust
North Carolina
$1.2M +$1.05M +19,567 New
KFA
948
Kelleher Financial Advisors
New York
$1.19M -$21.5K -400 -2%
OBWG
949
Onyx Bridge Wealth Group
New York
$1.19M +$43.3K +807 +4%
AWM
950
Angeles Wealth Management
California
$1.19M -$28.8K -537 -3%
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